The Fund’s investment objective is to seek total return through a combination of current income and capital appreciation, measured in US dollars. The Fund invests primarily (at least 70%) in U.S. equity securities. The Fund normally invests primarily in income-producing equity securities. The Fund invests a majority of its assets in dividend-paying common stocks, but may invest in other types of income-producing securities, including convertible securities, preferred stocks and closed-ended real estate investment trusts (REITs) or stocks of companies principally engaged in the real estate industry. The Fund may also invest in non-income-producing equity securities.
Rentabilidad a 3 años frente al resto de fondos de la categoría RV USA Cap. Grande Value
- Frente a la categoría
- Frente a la gestora
Entradas y salidas de dinero mensuales.